NET-Bill Account Maintenance

Master Account Maintenance - Use this program to maintain a NET-Bill Account record.

• Address Maintenance - when the cursor is located in front of the fields (Local, Home) pressing any non-space character will bring up the address maintenance screen. Changes made here will effect the NET-Bill account name and address. SEE IMAGE #1 BELOW
• Email Address - Enter the email address for use in sending statement notifications or emailing the statement.
• Div/Dept Code - Enter the division or department code when setting up a Faculty account.
• Credit Limit - Define the credit limit allowed for this account.
• Current Amount Due - For information purposes only on the current amount due.
• Billing Cycle - Enter the billing cycle number for the account.
• FlexRate Code - Enter the Flexrate code to be used when costing calls for this account.
• Billing Extension - Enter the extension number used to group call detail.
• Auth. Code - Enter the authorization code used to group call detail.
• Stmt. Delivery - Choose how the statement is the be delivered to this account. Choices are:
• Do Not Deliver - No statement is to be sent to this account.
• Email - All statements are to be emailed to the account. An email address must be provided.
• Notify - A notification, that the statement is ready for viewing or printing, is to be sent to this account.
• Web Access - 'Yes' means that the account can access their statement via the web. You can toggle between No and Yes.

How To Delete

Authorization Code - the auth code must not have any outstanding Accounts Receivable balance or current call detail charges in order to be deleted. To delete, highlight the Auth. Code field with the desired Auth Code and press the spacebar. This will remove the Auth Code, now press F4 to save the change.

Master Account Record - Press the F12 key to delete the entire Master Account record. Again all A/R balances and current charges must be paid.

Function Keys (located at the bottom of the screen)

• F1 - will produce a brief description of the fields function.
• F3 - will produce a Lookup Table, of the contents in the master file, associated with this field. To make a selection scroll down and press enter. SEE IMAGE 2 BELOW.
• F4 - saves or updates this item.
• F5 Equip - allows you to change or add items associated with this Billing Extension or Auth. Code. SEE IMAGES 3 BELOW.
• F5 List - when pressed it produces an Item List for Account. These items are already assigned to this account. SEE IMAGES 4 BELOW.
• F7 NmeChg - allows you to change the name associated with the Billing Extension or Auth. Code. This can be different from the name on the account. SEE IMAGE 5 BELOW.
• F7 Item - brings up the Item Master screen, for the item highlighted, so you can review the item details. SEE IMAGE 6 BELOW.
• F12 - will delete this item from the Item Master file.

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